Insurance ERP Ecosystem

Manage Policies, Renewals & Commissions in One Powerful TecData Insurance ERP

Automate your insurance operations, track renewals effortlessly, and maximize your commissions with our all-in-one ERP solution.

A comprehensive ERP designed specifically for Insurance Brokers, Agents, POS Agents, and Corporate Agencies — built to automate, streamline, and scale your business.

7+
ERP Modules
3×
Faster Operations
24/7
Dedicated Support
TecData
Today Week Month
All Life Health Motor General
Overall Count
Customers
Total Customers
318
Fresh Policy
Total Policy
295
Renewals
Total Renewals
337
Data Sheet
Total Data Sheets
319
Annualized Net Premium
Today
54.76L
This week
54.76L
This Month
104.96Cr
This Year
166.73Cr
Activities Count
Follow-up Cases 0
Callbacks 12
Renewals Activities
Not Interested 26
RNR 438
Service Request 2
Willing to Pay 291
Portability 8
Received 51
Fresh Policy Status Count
295
Total
182
Active
74
Pending
39
Expired
0+
Insurance Brokers Served
0
Integrated ERP Modules
0%
Customer Satisfaction
0/7
Dedicated Support
Who We Are

India's Leading Insurance Tech Company

TecData IT Services is a technology company focused on delivering innovative, scalable solutions exclusively for the insurance broking ecosystem.

🎯
Our Vision
To become the leading technology provider for the insurance broking industry, delivering innovative and scalable digital solutions.
🚀
Our Mission
Empower insurance brokers, agents, POS agents, and corporate agencies with advanced technology that improves operational efficiency and drives consistent growth.
📍
Headquarters
3rd Floor, Guna Complex, 443 & 445, Anna Salai, Teynampet, Chennai 600018
🛡️
Insurance ERP
End-to-end platform
📊
Lead Management
Smart CRM for brokers
💻
Custom Software
Tailored solutions
🌐
Website Dev
Modern web presence
📱
Mobile Apps
iOS & Android
📈
Digital Marketing
Growth campaigns
Key Features

Everything Your Insurance Business Needs

A comprehensive ERP designed specifically for Insurance Brokers, Agents, POS Agents, and Corporate Agencies — built to automate, streamline, and scale.

📊
Dashboard & Analytics
Real-time insights to track performance, sales, and operations with beautiful visual reports and KPI tracking.
Real-time
📋
Fresh Policy Management
Easily manage new policy creation, approvals, and documentation with automated workflows.
Automated
🔄
Renewal Management
Automated reminders and intelligent tracking to dramatically improve policy renewal rates.
Smart Alerts
💡
Cross-Sell & Upsell
Identify revenue opportunities with smart product recommendations for existing customers.
Revenue Growth
🏥
Claims Management
Streamlined claim processing with status tracking and faster settlement workflows.
Fast Settlement
💰
Payouts Management
Automated commission and partner payout calculations with transparent reporting.
Automated
🧾
Receivables Management
Efficient tracking of premium collections and pending payments with reconciliation tools.
Accurate
✅
Compliance Management
Ensure full regulatory compliance with proper documentation, audit trails, and automated checks.
Audit-Ready
Product Preview

See TecData ERP in Action

Designed for clarity and speed — here's a look inside the TecData Insurance ERP platform.

T
📊
Dashboard
🧬
Life
🚗
Motor
🏥
Health
All Life Health Motor General
Today Week Month
Overall Count
Customers318
Fresh Policy295
Renewals337
Data Sheet319
Annualized Net Premium
Today
54.76L
This Week
54.76L
This Month
104.96Cr
This Year
166.73Cr
Activities Count
Follow-up Cases0
Renewals Activities
Not Interested26
RNR438
Service Request2
Willing to Pay291
Received51
295
Total
182
Active
74
Pending
39
Expired
Dashboard Overview
Real-time KPIs, premium analytics & business performance at a glance.
T
📊
Dashboard
🧬
Life
🚗
Motor
🏥
Health
Policy Brochure
Insurance Company Name
Select an option
Product Name
Select an option
Upload
S.No Insurer Name Plan Name Action
1 HDFC Life Insurance Sanchay Par Advantage
ViewDL
2 Niva Bupa Health Aspire
ViewDL
3 HDFC Life Insurance Sanchay Plus
ViewDL
4 HDFC Life Insurance Click 2 Achieve
ViewDL
5 Cattle Insurance Sampoorna Raksha Plus
ViewDL
Policy Brochure Management
Upload, view & download policy brochures across all insurance companies.
T
📊
Dashboard
🧬
Life
🚗
Motor
🏥
Health
Life Policy Renewals
Select Download ▾
🔔Today's Follow up
✅Upcoming
💬Overdue
Team Assign ▾
Insurance Company ▾
Plan Name ▾
Customer Policy No Product Premium
📡
27248858
Not Paid
Due: 04-04-2026
HDFC Life Sanchay Plus
Monthly
₹2,500
📡
K0011668
Not Paid
Due: 02-04-2026
ICICI Pru Gold
Monthly
₹10,000
📡
28149999
Not Paid
Due: 02-04-2026
HDFC Sanchay Par
Half Yearly
₹30,600
Life Policy Renewals
Track overdue & upcoming renewals with full policy & premium details.
How It Works

Get Started in 4 Simple Steps

1
Onboard Your Team
Quick setup with guided onboarding. Add users, configure roles and permissions.
2
Configure Modules
Activate the modules you need — policy management, renewals, claims and more.
3
Import Your Data
Migrate existing policy and customer data seamlessly with our import tools.
4
Scale & Grow
Monitor real-time dashboards, automate workflows, and grow revenue consistently.
ERP Modules

6 Powerful Integrated Modules

Each module is purpose-built for insurance broking operations — fully integrated and working in sync.

Lead Management System
Capture, track, and nurture leads intelligently. Prioritize high-value opportunities and convert more prospects into policyholders.
✓
Capture leads from multiple sources
✓
Track lead progress in real-time
✓
Automate lead nurturing workflows
✓
Prioritize high-value leads
✓
Monitor with real-time analytics
✓
Increase conversions & grow revenue
Lead Conversion Rate
68.4%
Active Leads
342
Revenue This Month
₹8.2L
Fresh / Renewal / Cross-Sell
Streamline new policy workflows, automate renewals, and discover cross-selling opportunities — all in one unified module.
✓
Discover and manage new customers
✓
Track leads in one dashboard
✓
Manage renewals efficiently
✓
Enable cross-selling opportunities
✓
Accelerate onboarding
✓
Drive revenue growth
Renewal Rate
94.6%
Policies Active
1,284
Cross-Sell Revenue
₹3.6L
Receivables & Reconciliation
Track outstanding receivables, reconcile transactions automatically, and generate audit-ready financial reports with complete accuracy.
✓
Track outstanding receivables
✓
Match and reconcile transactions
✓
Identify discrepancies quickly
✓
Automate reconciliation workflows
✓
Ensure accurate financial records
✓
Generate audit-ready reports
Collection Rate
97.2%
Pending Receivables
₹1.2L
Reconciled This Month
₹18.4L
Partner Payout Management
Automate commission calculations, manage partner payouts with transparency, and strengthen trust across your distribution network.
✓
Automate commission payments
✓
Manage partner payouts efficiently
✓
Track all partner transactions
✓
Reconcile commission records
✓
Generate transparent payment reports
✓
Ensure timely partner payments
Partners Onboarded
148
Payouts This Month
₹4.8L
On-Time Payment Rate
100%
Claims Management
Streamline the entire claims lifecycle — from FNOL to settlement — with automated workflows and real-time status tracking.
✓
Streamlined claim intake & processing
✓
Real-time claim status tracking
✓
Automated document management
✓
Faster settlement workflows
✓
Compliance-ready audit trails
✓
Customer communication automation
Claims Processed
234
Avg. Settlement Time
3.2 Days
Settlement Rate
98.1%
Reports & Business Intelligence
Generate detailed business, sales, and financial reports instantly. Embedded analytics give you deeper insights to make smarter decisions.
✓
Higher productivity tracking
✓
Accelerated reporting
✓
Deeper business insights
✓
Embedded analytics dashboard
✓
Custom report builder
✓
Export-ready formats
Reports Generated
1,480
Data Accuracy
99.8%
Dashboards Active
24
Why TecData

Built Exclusively for Insurance Broking

We don't build generic ERP. Everything we do is designed from the ground up for insurance professionals.

🏆
Industry-Specific ERP
Designed exclusively for insurance brokers, agents, POS agents & corporate agencies.
⚙️
Customizable Solutions
Tailor every module to match your unique business workflows and requirements.
📈
Scalable Platform
Grows with your business — from 5 users to 500, the platform scales seamlessly.
🤝
Dedicated Support
A dedicated support team that understands insurance, not just software.
🔍
Data-Driven Insights
Embedded analytics give you the intelligence to make smarter business decisions.
⚡
Operational Efficiency
Automate repetitive tasks and reduce manual errors across all operations.
Our Services

Complete Digital Solutions for Insurance Businesses

Each service has a dedicated page — explore what TecData can build for your business.

🛡️
ERP Solutions
End-to-end Insurance ERP with policy, renewal, claims, payouts and compliance modules.
Learn More →
🎯
CRM Solutions
Smart CRM built for insurance teams — manage leads, clients, and follow-ups effortlessly.
Learn More →
🌐
Website Development
Modern, professional websites built for insurance businesses — fast, secure, and conversion-optimised.
Learn More →
📱
Mobile App Development
Custom iOS & Android apps for your agents, customers and business operations.
Learn More →
📈
Digital Marketing
Targeted campaigns to attract more brokers, agents, and policyholders consistently.
Learn More →
💻
Custom Software Development
Bespoke technology solutions tailored to your specific insurance business workflows.
Learn More →
Pricing Plans

Choose the Right Plan for Your Insurance Business

Transparent pricing — no hidden fees. Scale up anytime as your business grows.

Starter Plan
₹800/user
per month
  • ✓
    Dashboard & Analytics
  • ✓
    Fresh Policy Management
  • ✓
    Renewals
  • ✓
    Cross Sell & Upsell
  • ✓
    Receivables
  • ✓
    Reports
MOST POPULAR
Business Plan
₹1400/user
per month
  • ✓
    Dashboard & Analytics
  • ✓
    Fresh Policy Management
  • ✓
    Renewals
  • ✓
    Cross Sell & Upsell
  • ✓
    Claims Management
  • ✓
    Accounts / Receivables
  • ✓
    Reports & Payouts
  • ✓
    Compliance Management
MOST ADVANCED
Premium Plan
₹2000/user
per month
  • ✓
    Everything in Business
  • ✓
    Advanced Analytics & BI
  • ✓
    Compliance Management
  • ✓
    Dialer Integration
  • ✓
    Priority Support
  • ✓
    Custom Integrations

Ready to Supercharge Your Insurance Business?

Join hundreds of insurance brokers, agents & corporate agencies who trust TecData.

📞 +91 98843 10240
Contact Us

Let's Talk Business

Book a free demo or get a free trial — our team will walk you through the TecData Insurance ERP personally.

📞
Phone
+91 98843 10240
📍
Location
3rd Floor, Guna Complex, 443 & 445, Anna Salai, Annexure II, Teynampet, Chennai, Tamil Nadu 600018
🌐
Website
tecdata.in
👤
Business Head
Manojkumar R
Business Hours
Monday – Saturday
9:00 AM – 7:00 PM IST
Book Demo / Free Trial